+350.9%
CB vs ARES
+1,152.0%
-801.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | +0.2% | +4.5% | -4.3% | -0.6% |
| 30D | +9.1% | +15.7% | -6.7% | +6.1% |
| 3M | +3.4% | -2.0% | +5.4% | +3.6% |
| 6M | +14.1% | +10.4% | +3.7% | +11.1% |
| YTD | +18.0% | -14.2% | +32.3% | +19.6% |
| 1Y | +30.1% | -7.8% | +37.9% | +29.7% |
| 3Y | +71.8% | +41.4% | +30.4% | +50.4% |
| 5Y | +101.8% | +83.7% | +18.2% | +61.1% |
| 10Y | +252.1% | +1,204.1% | -951.9% | +97.6% |
| All | +350.9% | +1,152.0% | -801.1% | +147.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ARES wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling